Best Advisor Financial Personal Apps

Financial Empowerment and Your Environment

2015-10-11

+9 Wealthy people have this socalled millionaire's personal mindset, a way of thinking that separates the achievers and successful individuals from the rest of the population. Why do we lack the money? Is it all because we lack the desire, opportunities, knowledge, ... 318 kb Views 2087

7.9

Equity Advisor Solutions

2015-12-15

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0 This application demonstrates how Advisors can brand and provide their reps and clients with account valuation, performance, and reporting information for their Equity Trust accounts offered in conjunction with Equity Advisor Solutions services, in an application developed specifically for mobile ... 6 MB Views 9429

7.1

Financial Planners Co. UK Ltd

2015-03-18

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0 This powerful new App has been developed by the team at Financial Planners to give you key financial information, tools, features and news at your fingertips, 24/7. Keep track of your important business miles with the App using the inbuilt mileage ... 32 MB Views 7321

7.4

Balance - Keeping Your Finances In Sync

2015-07-12

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+2 Balance is a personal finance software that exists on the device you take with you everywhere ... your iPhone. With an elegant interface and intuitive design, Balance will help you and your family make managing personal finances a breeze. Balance helps ... 14 MB Views 3424

8.8

Account Book - Budget & Money Manager

2015-05-30

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+5 Easily manage your personal and commercial budgets. Keep recording of income, expense, loan, debit, credits. Be aware of upcoming transactions and bills. Analyse your financial conditions with advanced reports. Determine saving targets. Save more money. Share your accounts with anyone ... 12 MB Views 4538

9.2

Claringbold

2015-04-10

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+25 Claringbold Financial Services is a uniquely structured financial planning practice, offering solutions for all your financial needs. As you are a client of Claringbold Financial Services, this App provides you access to your personal and financial information at the touch of ... 3 MB Views 9192

8.9

Wealth Assessment

2015-04-02

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+19 Now you can create PDF and export. This may be specific for Thailand due to the difference between tax regulation and interest rate. But for most country still a good guideline for Personal Financial Planning. For expat who lives and ... 2 MB Views 8989

8.9

Advisor's Voice from Jefferson National

2015-06-17

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0 Financial Advisors have heard us talk about how Jefferson National products bring real value to consumers...How we, like you, commit to transparency and flexibility because everyone wins...How easy it is to do business with Jefferson National. Enough from us. Let's let ... 50 MB Views 5639

9.4

my Money Page

2015-08-26

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+24 Build your financial plan online, set your goals, manage your budget and track your net worth all in one place. Get the news and market information as well as exclusive content to keep you informed. The best part is that ... 23 MB Views 4164

9.5

SigFig Investing – The smartest way to manage & improve your portfolio, 401k, and brokerage accounts

2015-07-02

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+1 Track all your investment accounts for free, or let SigFig invest for you in a low cost automated ETF portfolio, in one secure personal finance app. See why people use SigFig to manage over 300 billion: “The datadriven financial planner of ... 24 MB Views 7365

9.8

Personal Finance Guide

2015-10-09

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-3 Get your financial life in order The Personal Finance Guide contains everything you need to hang on to the money you earn and grow it for the future. With strategies for saving and investing, the guide explains how to measure ... 510 kb Views 1998

8.2

My Taxaroo

2015-04-16

Related Apps tax personal upload services financial

-5 MYTAXAROO.COM is your online financial file cabinet. My Taxaroo offers tax and financial services all year around. Specializing in personal, small business and non profit organization tax services we will take care of all of your needs. Don't forget our Quick ... 3 MB Views 7932

9.2

Matter Family Office

2015-09-15

Related Apps investment ipad portfolio view information advisor pricing financial top date

+22 DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ... 1 MB Views 1892

7.4

Advisor Link for iPad

2015-12-14

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+28 A tool for Legend Group advisors to monitor advisor and client data. 1 MB Views 624

7.2

Advisor View Portal

2015-04-28

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-4 DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ... 5 MB Views 7372

8.4

AICPA Personal Financial Planning 2013

2015-12-20

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+4 The 2013 AICPA Advanced Personal Financial Planning Conference is an intensive, highlevel even that will help you address the 2013 postelection issues impacting personal financial planning. It's the first major professional financial conference that addresses postelection changes headon with the ... 16 MB Views 1054

9.6

CSB Online for iPad

2015-01-16

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+5 Now you can manage your money anytime, anywhere from your mobile device. With the Community Savings Bank Mobile App, you can conveniently and securely: Check account balances and review history Transfer between CSB accounts Make loan payments Pay bills electronically ... 17 MB Views 9096

9.6

Budget Factor

2015-12-21

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+5 Everybody wants a financially secure life. Everybody wants to be able to afford what they want. But not everybody can do that. It’s more about how you manage your money than how much you make. Most people drift farther and farther away ... 10 MB Views 1866

9.8

RegentAtlantic Client Portal

2015-12-03

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+11 DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ... 1 MB Views 6948

8.6

Sacramento Financial Advisor

2015-09-22

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+2 Download this App to keep uptodate with the latest Market Reports and Economic Commentary provided by LPL Financial Research. Stay in contact with your Hometown Advisor, Dru Torvend, with the following features: 1.) Onetouch Call 2.) Onetouch Email 3.) Map to your Advisor 4.) Schedule ... 4 MB Views 5236

9.4

mHipoteca. Calculadora Financiera y Consulta de valores del Euribor

2015-04-15

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0 "mHipoteca" is powerful, fast and easy to use financial calculator existing on the market, responding to their needs in the most common personal and professional level financial calculation. Valid for calculating the total capital contribution or to apply for a mortgage ... 3 MB Views 6514

7.5

Meniga

2015-09-15

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-4 Description Meniga is an award winning fun, free, smart and secure way to keep track and manage your finances. Meniga’s personal finance management solution is the winner of multiple awards for design and user experience, including Best of Show at Finovate ... 13 MB Views 5875

9.3

Chic PF

2015-11-01

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+17 Plan for your future personal finance from the convenience of your iPad with Chic Personal Finance. This app provides useful information and practical to use and will help you create a customized financial plan based on your individual financial circumstances. ... NAN Views 8843

9.4

Wealth Engineers

2015-12-03

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-8 24/7/365 realtime account access. No more wondering what's going on with your portfolio or waiting for your financial advisor to send you a quarterly report. This innovative, free app is made available by Wealth Engineers exclusively to its clients, their representatives, ... 8 MB Views 2894

7.9

Personal Finance terms & flashcard:latest facts sheet and definition with video illustrations

2015-08-29

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+6 It is perfect for all people who wants to possess the understanding of personal finance to achieve long term finance success healthily, and for people to understand the financial terms before making their monetary decisions, as well as professional or ... 43 MB Views 2729

9.1

Personal Finance - Account Tracker, Budget Planner and Currency Converter

2015-05-18

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+11 Personal Finance is a best app for budget, currency convert and keeping notes. Simple design and easy navigation will help you to watch over your financial position and information about currency rates any time you need. Budget: one balance for all ... 4 MB Views 961

8.2

BankMobile

2015-01-07

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0 Nofee mobile banking. Get your financial freedom back BankMobile for iPhone, iPad and Apple Watch is a free mobile banking app that lets you live free and bank free. “The app’s interface is sleek, modern, and stylish…” – Forbes "America's first nofee mobile ... 28 MB Views 2732

9.5

HoyleCohen Client Portal

2015-12-30

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+13 DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ... 1 MB Views 4115

9.6

First Allied

2015-06-08

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+23 The First Allied app is a secure portal that allows First Allied financial advisors and assistants access from their mobile device(s) to tools to manage and grow their business. This unique platform provides advisors with a virtual office at their fingertips. ... 2 MB Views 4866

8.8

Dollarbird - Smart Personal Finance Calendar

2015-07-17

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+4 “It’s a delight to use.” The Next Web “Dollarbird makes sense for anyone who wants to keep a closer eye on their cash flow for better financial planning purposes.” TechCrunch Also featured in Mashable, Lifehacker, The Guardian, iMore, TUAW etc. Track ... 6 MB Views 3358

9.9

FinnSys

2015-02-20

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-1 FinnSys App is the coolest, lightest and the safest onestop window to your Live Investments with your Financial Advisor in India. If you have an Independent Financial Advisor (IFA) registered in India managing your portfolio, all you need is locate ... 4 MB Views 8599

9.1

Financial Advisor

2015-10-24

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-7 Financial Advisor Investment by FinGuru is basic calculator for the profitability of regular savings or investments. The result is total saved amount, based on the monthly regular investments. For different evaluation percentage chosen, the type of investment would automatically ... 463 kb Views 2941

7.2

Financial Fitness

2015-03-04

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+24 We made a deal with offthemark.com to show cartoons at regular intervals. Now you can get the benefit of financial fitness and laughter in one app. Buying this app is an investment Check your Financial Fitness without disclosing your personal ... 3 MB Views 7372

8.6

PC Financial Mobile Banking

2015-12-13

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+15 It’s easy to bank anywhere, with the PC Financial Mobile Banking App. With this app, you can pay bills, transfer funds, check your balance and more in just a few steps. Simple, convenient and secure it’s the ideal app for ... 8 MB Views 2806

8.5

My Financials

2015-11-19

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+1 Your small business faces unique financial hurdles to grow and prosper. As your trusted business advisor, we provide you instant access to your financial at your fingertips. With realtime financial insights, you will be able to run your business worry free, ... 2 MB Views 1785

9.0

Standard Bank App (South Africa)

2015-06-28

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+27 Description PERSONALISE YOUR APP AND YOUR ACCOUNTS – Create personalised dashboards that represent different parts of your financial world. – Rearrange your dashboard and rename your accounts to fit your personal needs. __________________ YOUR MONEY AT A GLANCE – View all your Standard Bank accounts and ... 50 MB Views 9110

8.4

Tangerine - Best Source for Personal Loans on the Internet

2015-12-31

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+30 Tangerine is the Best Source for personal financial assistance, such as Short Term Loans, Installment Loans, or Title Loans. Every year, millions of Americans experience financial difficulties that make it hard to get by each month. Tangerine helps those people take ... 7 MB Views 8884

7.4

Personal Banking

2015-02-18

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-6 Wherever life takes you, stay in control of your accounts with Mobile Banking on your iPhone or iPad. Manage your current accounts, savings and credit cards securely and easily anywhere you can connect to the internet. Designed solely for personal ... 30 MB Views 3524

8.8

Sphere

2015-08-20

Related Apps planning personal investment financial advice services

+5 Sphere Financial Services is a progressive financial planning practice located in Ringwood. Sphere Financial Services prides itself in providing financial planning, insurance and investment advice tailored to your personal situation. Our objective is to protect and increase the net worth of individuals, ... 860 kb Views 1658

7.1

MoneyStream – Personal Finance Manager & Bill Organizer

2015-06-28

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+2 Your Money. Your Life. Simplified. MoneyStream is the first and only personal finance service that analyzes your financial future for you. And it’s totally FREE. Using our proprietary technology, you can track your spending with just one click, allowing you to stay ... 13 MB Views 4021

7.3

WalletWhiz Lite

2015-07-16

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+20 "We all know tracking spending habits for anyone is difficult. Is there a solution? Yes WalletWhiz is one of the best solutions for an iPhone owner." SimpleReviews "A Handy Personal Financial Tool that’s helpful for all" AppShouter "This app is ... 1 MB Views 2673

8.5

Finance Logix

2015-09-10

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0 This application requires an existing relationship with advisor who subscribes to Finance Logix. Finance Logix Mobile is your gateway to financial health. With access to uptodate account data and a powerful financial engine, you will have a clear view of ... 89 MB Views 3955

6.9

JWC Financial Solutions

2015-12-12

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+27 Independent Financial Advisers in Halesowen, Stourbridge, Kidderminster, Wolverhampton, Dudley, Worcester, Coventry, Birmingham and Nationwide. JWC Financial Solutions Ltd was formed by John Connor. John has been advising his clients for the last twenty years and offers a professional, honest and caring ... 11 MB Views 2219

8.8

Cherry Street Portal

2015-12-18

Related Apps ipad investment portfolio view information advisor pricing financial top date

-8 DESCRIPTION Gain a complete picture of your financial portfolio right when you need it. Advisor View™ for iPad is a convenient and secure way for our investors to monitor their financial portfolios. TOP FEATURES Stay on top of your investments even when ... 9 MB Views 3208

8.2

Claim it back!

2015-10-27

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+13 At Reach Finance, we treat your claim as if it were our own personal claim. Because we operate on a No Win / No Fee basis we only get paid once the claim has been settled so treating your claim ... NAN Views 4952

8.9

TD International for iPad

2015-10-06

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+26 Invest internationally With the TD International app you will gain access to an international investment platform serving thousands of international and expatriate investors, and offering the services of a Luxembourgbased bank. Stay in touch with your investments Monitor your accounts and balances ... NAN Views 4809

7.2

Personal Finance Pro

2015-01-30

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+7 The more accurate an understanding of your total assets and liabilities you have, the easier it becomes to take sound financial decisions. The personal financial statement app lets you stay upto date about your assets and liabilities. You are also ... 12 MB Views 622

9.3

PayStore

2015-02-20

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+1 PayStore is your personal financial space Unite all your personal accounts, balance monitoring and payments in one mobile application Create your own financial space from scratch. Gather all the services you or your family use on the only screen of your iPhone ... NAN Views 9743

8.6

MyMoneyPro

2015-01-23

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-5 Powerful Personal Financial Manager . Have you ever bought anything and said, "I really did get my money's worth.” Well, you are about to do it again, you will see that MyMoneyProis a sure bet MyMoneyPro is a powerful personal ... 1 MB Views 5506

8.9

Plan your Life

2015-03-18

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-9 Are you worried about your family's future financial security? Do you dream of retiring in comfort? Are you planning to buy a second house or a new car and you are not sure you can afford it ? Are you ... 12 MB Views 8439

9.1

Personal Financial Plan Wiz

2015-12-30

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+2 Are you on track to achieve your lifetime financial goals? Find out with this simple but comprehensive, DIY personal financial planning app. PERSONAL FINANCIAL PLAN WIZ is the only app available that puts comprehensive, doityourself personal financial planning at the fingertips ... 7 MB Views 6911

8.5

Beaufort Financial Planning

2015-01-20

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+10 This powerful new App has been developed by the team at Beaufort Financial Planning to give you key financial information, tools, features and news at your fingertips, 24/7. Keep track of your important business miles with the App using the inbuilt ... 10 MB Views 9135

8.6

Envision Financial

2015-07-04

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-8 DESCRIPTION Use our Envision Financial Mobile App for all your banking needs, anytime, anywhere. Check your account information, transfer money, deposit cheques, pay bills, make calculations and schedule transactions—all from your iPhone, iPod Touch, or iPad Plus, you'll have quick access ... 1 MB Views 806

9.6

RepOffice

2015-09-30

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+27 The app is intended for use by independent financial advisors who use Summit Brokerage as their BrokerDealer. RepOffice (also the name of the app) refers to the advisor portal that allows Summit’s advisors to view specific information regarding their business ... 289 kb Views 6546

7.8

Mr. Money - Personal Finance Manager

2015-08-30

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-9 Mr. Money is a mint app to track your Incomes and Expenses, plan your Budget, control Debts, analyze cashflow, with bills/payments (scheduled transactions) support. Awesome said Lena after a few minutes of using this app, I've been managing ... 13 MB Views 2178

8.7

Compare Structured Investments and Deposits

2015-02-08

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+5 The Compare Structured Investments and Deposits application gives you information on the investments usually only available through UK Independent Financial Advisers, and provides you with the option to invest without receiving financial advice. The application’s descriptions of the products include information ... NAN Views 8687

8.9

Cash Planner

2015-08-12

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-6 The more accurate an understanding of your total assets and liabilities you have, the easier it becomes to take sound financial decisions. Cash Planner app lets you stay upto date about your assets and liabilities. You are also able to ... 6 MB Views 6389

9.8

Personal Finance MoneyCoach - Ultimate Spending Tracker

2015-06-18

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+22 MoneyCoach brings you more money and financial freedom by helping you manage all your financial accounts, create amazing reports and give you personalised finance tips. Features: √ Ultra secure All your datas are stored only on your device. And you can ... 86 MB Views 2198

7.4

WealthBar

2015-05-03

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+11 WealthBar makes online investing simple and easy. Our expert portfolio managers manage your investments for you using timetested diversified portfolio strategies and at a cost that is a fraction of what expensive mutual funds and traditional financial advisors charge you. ... 15 MB Views 1974

9.2

Financial Associates

2015-09-13

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-1 This powerful App has been developed by the team at Financial Associates to give you key financial information at your fingertips, 24/7. Now you can have instant access to your latest business and personal accountancy facts, dates and calculators. Using the ... 37 MB Views 7712

Matter Family Office

Mr. Money - Personal Finance Manager

Advisor View Portal

Financial Planners Co. UK Ltd

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